First log into the Secure Distributor Portal
Next click on the 'Documents' menu item
You will be presented with the below screen, select a fund group and document type and select Next
Note: Only valid Fund Groups and agreed documents for a fund group will appear
Select the 'Upload here'
Complete the form and select submit, you will need to complete the following fields
- Your name
- Email - this should be your registered Secure Distributor Portal e-mail address
- Contact Number
- Your reference - Something that you can recognise the request if we have any queries
- Fund Group - who the instruction is for
- Document type - Type of instructoion being attached
- Other information about this document - free format for any additioanl information
- Attach your instruction
You will be required to complete a reCaptcha challange before clicking the submit button.
Once your request has been uploaded we will issue an e-mail to the address supplied on the form confirming the DCS reference that applies to the upload. Please ensure you quote this on any enquiries.
If you need further assistance please chat with one of the team using our chat feature on the Distributor Portal.